← All themes

Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1476	CCM Cohen Capital Management Corte Madera, California	$37.8M	+$3.55M	6	8.2%	Increased
1477	Resources Management Corp West Hartford, Connecticut	$37.7M	+$288K	9	6.53%	Increased
1478	BlueDrive Global Investors London, United Kingdom	$37.7M	+$36.1M	1	10.07%	New
1479	Spyglass Capital Management San Francisco, California	$37.7M	+$10.6M	1	4.84%	Increased
1480	Atlantic Union Bankshares Glen Allen, Virginia	$37.7M	-$359K	7	4.83%	Reduced
1481	CNA Financial Chicago, Illinois	$37.6M	-$10.8M	6	10.14%	Reduced
1482	DDD Partners Bellevue, Washington	$37.6M	-$7.44M	4	10.38%	Reduced
1483	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$37.6M	+$36M	4	9.58%	New
1484	Marble Harbor Investment Counsel Boston, Massachusetts	$37.6M	+$507K	7	5.93%	Increased
1485	Pekin Hardy Strauss Chicago, Illinois	$37.5M	+$773K	7	6.17%	Increased
1486	Girard Partners King Of Prussia, Pennsylvania	$37.5M	+$393K	6	6.21%	Increased
1487	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$37.5M	-$1.08M	2	13.43%	Reduced
1488	IP Isomer Partners New York	$37.5M	+$5.91M	1	10.33%	Increased
1489	CIM Coastal Investment Management Los Angeles, California	$37.5M	+$36.1M	2	27.21%	New
1490	Heritage Trust Oklahoma City, Oklahoma	$37.3M	-$319K	6	7.46%	Reduced
1491	Bellevue Asset Management Bellevue, Washington	$37.3M	+$34.9M	11	28.8%	New
1492	German American Bancorp Jasper, Indiana	$37.3M	+$300K	4	9.12%	Increased
1493	Anchor Capital Advisors Boston, Massachusetts	$37.3M	-$438K	5	0.81%	Reduced
1494	FNY Investment Advisers New York	$37.1M	+$30.9M	11	11.51%	Increased
1495	BTC Capital Management Des Moines, Iowa	$37.1M	+$402K	3	5.28%	Increased
1496	Edgar Lomax Company Kingstowne, Virginia	$37.1M	-$720K	1	2.39%	Reduced
1497	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$37.1M	+$82.1K	5	11.4%	Increased
1498	Friess Associates Greenville, Delaware	$36.9M	+$818K	2	2.57%	Increased
1499	Wright Investors Service Shelton, Connecticut	$36.9M	+$1.14M	6	12.64%	Increased
1500	EVM Evelyn V. Moreno	$36.8M	-$833K	4	9.92%	Reduced